Caterer Extrordinaire

Customer Maintenance

Whenever Quotes, Orders, Production Reports are created, 
critical client information entered here is automatically retrieved.


Active areas of diagram: Find Tel, Quote, Credit Card Detail, Customer History
Choose them, or the links above

Confidential Credit Card information can only be accessed by knowing the password.  
Choose the 'Credit Card Detail' button to see an example.

Find Account Name  
Our philosophy when designing a database is "least amount of keystrokes."  Because of this we use choice lists extensively.  For example, when you want to find a customer and you don't know their Account number, you might use the search drop down list.

Once you start typing, the field automatically matches what you are typing to the names in the database.

When the right name is highlighted, just hit the Enter key on your keyboard.

 

Back to Services Index

   
Customer History  
Knowing your customer history immediately can have great benefit.  

This screen shows a summary of your customer history.  At a glance, you can immediately see their ordering patterns.

Should you need to know more detail about an individual sale, a double click on any of the detail fields will open the corresponding invoice.

 

Back to Services Index

 

Print our Information Package about this program


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